Conte Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conte Asset Management provides ongoing portfolio management services and prepares an Investment Policy Statement for each client, tailoring recommendations to a client’s goals, time horizon, tax situation, and documented risk tolerance. The brochure states the firm serves high‑net‑worth individuals and may direct clients to third‑party advisers when appropriate.
The firm’s stated investment process combines fundamental and quantitative analysis and emphasizes long‑term trading across a wide range of instruments, including mutual funds, ETFs, fixed income, REITs, hedge funds, private equity, venture capital, private placements, commodities, and non‑U.S. securities. It documents client risk profiles in an IPS, does not accept performance‑based fees, and discloses that it does not exercise trading discretion over client accounts.
Several features in the brochure may be noteworthy to prospective clients: the firm reported no assets under management as of December 2023 while presenting an asset‑based fee schedule, and it requires clients to custody assets with a specified broker‑dealer (Stifel). The brochure also discloses that the firm’s principal holds an unrelated executive role and that the firm may receive fee‑sharing from third‑party advisers it recommends, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
1.50% annually
Main office
Incline Village NV
Advisors at this office
1
Most active in
Nevada
Disclosures
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Business activities & affiliations
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